StoneCrest Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

StoneCrest Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$241K	Buy	+1,265	New	+$216K	0.08%	70
2025 Q1	–	Sell	-2,244	Closed	-$261K	–	74
2024 Q4	$261K	Sell	2,244 -224	-9%	-$26.1K	0.17%	56
2024 Q3	$279K	Sell	2,468 -904	-27%	-$99.2K	0.2%	54
2024 Q2	$381K	Sell	3,372 -1,176	-26%	-$124K	0.29%	47
2024 Q1	$474K	Sell	4,548 -372	-8%	-$37.6K	0.41%	42
2023 Q4	$474K	Buy	+4,920	New	+$438K	0.45%	40

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

StoneCrest Wealth Management's XLK Position: Q2 2026 in Review

StoneCrest Wealth Management opened a new position in State Street Technology Select Sector SPDR ETF (XLK) in Q2 2026: 1,265 shares worth $241K. The stake represents 0.08% of the portfolio and ranks #70 among its holdings. This is a return to the name: StoneCrest Wealth Management previously reported a position in XLK as recently as Q4 2024.

StoneCrest Wealth Management first reported a position in XLK in Q4 2023 and has held it in 6 quarters since. The position peaked at $474K in Q1 2024. 522 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

StoneCrest Wealth Management held 1,265 shares of State Street Technology Select Sector SPDR ETF worth $241K as of Q2 2026.
State Street Technology Select Sector SPDR ETF was a new StoneCrest Wealth Management position in Q2 2026.
State Street Technology Select Sector SPDR ETF made up 0.08% of StoneCrest Wealth Management's portfolio in Q2 2026, its #70 holding.
StoneCrest Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2023 and has held it in 6 quarters since.
StoneCrest Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $474K in Q1 2024.
522 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.